HT
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Heritage Trust’s iShares US Healthcare ETF IYH Stock Holding History

Heritage Trust’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,250
Closed -$81K – 300
2018
Q4 		$81K Hold
2,250
– – 0.03% 172
2018
Q3 		$91K Hold
2,250
– – 0.03% 176
2018
Q2 		$80K Hold
2,250
– – 0.03% 171
2018
Q1 		$78K Hold
2,250
– – 0.03% 166
2017
Q4 		$78K Hold
2,250
– – 0.03% 160
2017
Q3 		$77K Hold
2,250
– – 0.03% 164
2017
Q2 		$75K Sell
2,250
-500
-18% -$16K 0.03% 156
2017
Q1 		$86K Buy
+2,750
New +$83.9K 0.03% 155

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Heritage Trust's IYH Position: Q1 2019 in Review

Heritage Trust sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 2,250 shares — an estimated $81K sold.

Heritage Trust first reported a position in IYH in Q1 2017 and held it in 8 quarters. The position peaked at $91K in Q3 2018. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • Heritage Trust reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 2,250 iShares US Healthcare ETF shares in Q1 2019, an estimated $81K.
  • Heritage Trust first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 8 quarters.
  • Heritage Trust's iShares US Healthcare ETF position peaked at $91K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.